New York Deferred Compensation

palarian 3/27/2015 6:57:02 AM
IEFAX & IEFIX as well as one label "Stable Income" are available in New York State Deferred Compensation Plan but not in Kivalia

Deleted User 8/27/2015 1:41:05 PM
IEFIX is "supposedly" similar to NOINX

brian 11/10/2020 12:40:33 PM
Re-constructed the plan based on options currently available. Proxying International Active Portfolio with Fidelity Diversified International - K.

Name	Ticker	Action	Date
T. Rowe Price Blue Chip Growth I	TBCIX	was added by brian	11/10/2020	Remove
T. Rowe Price Blue Chip Growth I	TBCIX	was removed by brian	11/10/2020	Remove
Boston Partners Large-Cap Value Equity Fund		was added by brian	11/10/2020	Remove
Boston Partners Large-Cap Value Equity Fund		was removed by brian	11/10/2020
International Equity Fund - Active Portfolio		was added by brian	11/10/2020	Remove
International Equity Fund - Index Portfolio		was added by brian	11/10/2020	Remove
NYSDCB Russell 2500 Index Unitized Account		was added by brian	11/10/2020	Remove
T. Rowe Price Blue Chip Growth I	TBCIX	was added by brian	11/10/2020	Remove
Voya Core Plus Trust Fund		was added by brian	11/10/2020	Remove
Vanguard Mid-Cap Index Fund Institutional Plus Shares	VMCPX	was removed by brian	11/10/2020
Vanguard Small-Cap Index Fund Institutional Plus Shares	VSCPX	was removed by brian	11/10/2020
Columbia Acorn USA Class Z	AUSAX	was removed by brian	11/10/2020
Perkins Mid Cap Value Fund Class N	JDPNX	was removed by brian	11/10/2020
Federated Clover Small Value Fund Institutional Shares	VSFIX	was removed by brian	11/10/2020
Northern International Equity Index Fund	NOINX	was removed by brian	11/10/2020
Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio Class I	MGEMX	was removed by brian	11/10/2020
Hartford Capital Appreciation HLS Fund Class IA	HIACX	was removed by brian	11/10/2020
Davis New York Venture Fund Class A	NYVTX	was removed by brian	11/10/2020
Vanguard Capital Opportunity Fund Admiral Shares	VHCAX	was removed by brian	11/10/2020
Boston Partners Large-Cap Value Equity Fund		was added by brian	11/10/2020
NYSDCB Equity Index Unitized Account		was added by brian	11/10/2020	Remove
NYSDCB Equity Index Unitized Account		was removed by brian	11/10/2020	Remove
Mrgn Stnly Instl Fd Shs -IS- Emerging Markets Portfolio Fund	MMMPX	was added by brian	11/10/2020	Remove
NYSDCB U.S. Debt Index Unitized Account		was added by brian	11/10/2020	Remove
NYSDCB U.S. Debt Index Unitized Account		was removed by brian	11/10/2020	Remove
Stable Income Fund		was added by brian	11/10/2020	Remove
Federated Total Return Government Bond Fund Institutional Shares	FTRGX	was removed by brian	11/10/2020
T. Rowe Price Retirement 2060 Fund	TRRLX	was added by brian	11/10/2020	Remove
T. Rowe Price QM US Small Cap Growth Eq. I	TQAIX	was added by brian	11/10/2020	Remove
Wells Fargo Small Cap Value Fund - Class Inst	WFSVX	was removed by brian	11/10/2020
Principal LargeCap Growth Fund Institutional Class	PGLIX	was removed by brian	11/10/2020
Delaware Small Cap Value Fund Institutional Class	DEVIX	was added by brian	11/10/2020	Remove
Vanguard Strategic Equity Fund Investor Shares	VSEQX	was added by brian	11/10/2020	Remove
Fidelity OTC Portfolio	FOCPX	was removed by brian	11/10/2020
Fidelity OTC Portfolio Class K	FOCKX	was added by brian	11/10/2020	Remove
Pax Balanced Fund Class Institutional	PAXIX	was removed by brian	11/10/2020
Pax Global Environmental Markets Fund Institutional Class	PGINX	was added by brian	11/10/2020	Remove
Northern International Equity Index Fund	NOINX	was added by Deleted User	7/31/2015
Vanguard Mid-Cap Index Fund Institutional Plus Shares	VMCPX	was added by palarian	3/27/2015
Vanguard Mid-Cap Index Fund Institutional Plus Shares	VMCPX	was removed by palarian	3/27/2015
Principal LargeCap Growth Fund Institutional Class	PGLIX	was added by palarian	3/27/2015
NYSDCB U.S. Debt Index Unitized Account		was added by palarian	3/27/2015	Remove
Federated Total Return Government Bond Fund Institutional Shares	FTRGX	was added by palarian	3/27/2015
Vanguard Wellington Fund Admiral Shares	VWENX	was added by palarian	3/27/2015	Remove
Pax Balanced Fund Class Institutional	PAXIX	was added by palarian	3/27/2015
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	was added by palarian	3/27/2015	Remove
NYSDCB Equity Index Unitized Account		was added by palarian	3/27/2015	Remove
T. Rowe Price Equity Income Fund	PRFDX	was added by palarian	3/27/2015	Remove
Perkins Mid Cap Value Fund Class N	JDPNX	was added by palarian	3/27/2015
Hartford Capital Appreciation HLS Fund Class IA	HIACX	was added by palarian	3/27/2015
Fidelity OTC Portfolio	FOCPX	was added by palarian	3/27/2015
Davis New York Venture Fund Class A	NYVTX	was added by palarian	3/27/2015
Vanguard Mid-Cap Index Fund Institutional Plus Shares	VMCPX	was added by palarian	3/27/2015
Vanguard Capital Opportunity Fund Admiral Shares	VHCAX	was added by palarian	3/27/2015
Wells Fargo Small Cap Value Fund - Class Inst	WFSVX	was added by palarian	3/27/2015
Vanguard Small-Cap Index Fund Institutional Plus Shares	VSCPX	was added by palarian	3/27/2015
Federated Clover Small Value Fund Institutional Shares	VSFIX	was added by palarian	3/27/2015
Columbia Acorn USA Class Z	AUSAX	was added by palarian	3/27/2015
Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio Class I	MGEMX	was added by palarian	3/27/2015
T. Rowe Price Retirement 2055 Fund	TRRNX	was added by palarian	3/27/2015	Remove
T. Rowe Price Retirement 2045 Fund	TRRKX	was added by palarian	3/27/2015	Remove
T. Rowe Price Retirement 2050 Fund	TRRMX	was added by palarian	3/27/2015	Remove
T. Rowe Price Retirement 2040 Fund	TRRDX	was added by palarian	3/27/2015	Remove
T. Rowe Price Retirement 2035 Fund	TRRJX	was added by palarian	3/27/2015	Remove
T. Rowe Price Retirement 2030 Fund	TRRCX	was added by palarian	3/27/2015	Remove
T. Rowe Price Retirement 2025 Fund	TRRHX	was added by palarian	3/27/2015	Remove
T. Rowe Price Retirement 2020 Fund	TRRBX	was added by palarian	3/27/2015	Remove
T. Rowe Price Retirement 2015 Fund	TRRGX	was added by palarian	3/27/2015	Remove
T. Rowe Price Retirement 2010 Fund	TRRAX	was added by palarian	3/27/2015	Remove